Privacy Policy

1. Introduction

StreamlineSales ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our customer relationship management (CRM) platform and related services (collectively, the "Service").

Please read this Privacy Policy carefully. By using our Service, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, do not use our Service.

2. Information We Collect

2.1 Information You Provide

We collect information that you voluntarily provide when using our Service:

• Account Information: Name, email address, company name, job title, and password
• CRM Data: Contact information, company details, deals, opportunities, activities, notes, and other business data you enter into the system
• Communication Data: Information from your correspondence with us, including support requests and feedback
• Payment Information: Billing details and payment card information (processed securely through third-party payment processors)

2.2 Automatically Collected Information

When you access our Service, we automatically collect certain information:

• Usage Data: Pages viewed, features used, time spent, and interaction patterns
• Device Information: IP address, browser type, operating system, device identifiers
• Cookies and Tracking: We use cookies and similar technologies (see our Cookie Policy)
• Log Data: Server logs, error reports, and performance metrics

3. How We Use Your Information

We use the collected information for various purposes:

• Service Delivery: Provide, maintain, and improve our CRM platform
• AI Features: Generate insights, lead scores, forecasts, and recommendations
• Account Management: Create and manage your account, process payments
• Communication: Send service updates, security alerts, and support messages
• Analytics: Understand usage patterns and improve user experience
• Security: Detect, prevent, and address fraud, abuse, and security issues
• Legal Compliance: Comply with legal obligations and enforce our terms
• Marketing: Send promotional communications (with your consent, where required)

4. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

• Service Providers: Third-party vendors who perform services on our behalf (hosting, analytics, payment processing, customer support)
• Team Members: Within your organization, as determined by your account settings and permissions
• Business Transfers: In connection with mergers, acquisitions, or asset sales
• Legal Requirements: When required by law, court order, or government request
• Protection: To protect our rights, property, safety, or that of our users or the public
• With Consent: When you explicitly authorize sharing

5. Data Security

We implement industry-standard security measures to protect your information:

• Encryption in transit (TLS/SSL) and at rest
• Regular security audits and penetration testing
• Access controls and authentication mechanisms
• Regular backups and disaster recovery procedures
• Employee training on data protection
• Incident response and breach notification procedures

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your information for as long as necessary to provide the Service and fulfill the purposes described in this Privacy Policy. Retention periods vary based on:

• The type of information and how it is used in our Service
• Your account status and ongoing relationship with us
• Legal, regulatory, or contractual obligations
• Business needs such as analytics and security

When you delete your account, we will delete or anonymize your personal information within 30 days, unless we are required to retain it for legal purposes.

7. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

7.1 Access and Portability

You can access and export your data through your account settings or by contacting us.

7.2 Correction and Updates

You can update your account information directly through the Service.

7.3 Deletion

You can request deletion of your account and personal data, subject to legal retention requirements.

7.4 Opt-Out of Marketing

You can unsubscribe from marketing emails using the unsubscribe link or by contacting us.

7.5 Cookie Preferences

You can manage cookie preferences through our cookie consent banner and browser settings.

8. GDPR (European Users)

If you are located in the European Economic Area (EEA), you have additional rights under the General Data Protection Regulation (GDPR):

• Legal Basis: We process your data based on contract performance, consent, legitimate interests, or legal obligations
• Data Protection Officer: You can contact our DPO at privacy@streamlinesales.com
• Right to Object: You can object to processing based on legitimate interests
• Right to Restriction: You can request restriction of processing in certain circumstances
• Supervisory Authority: You have the right to lodge a complaint with your local data protection authority
• International Transfers: We use Standard Contractual Clauses for data transfers outside the EEA

9. CCPA (California Users)

If you are a California resident, the California Consumer Privacy Act (CCPA) provides you with specific rights:

• Right to Know: Request details about the personal information we collect, use, and disclose
• Right to Delete: Request deletion of your personal information
• Right to Opt-Out: We do not sell personal information
• Non-Discrimination: We will not discriminate against you for exercising your CCPA rights
• Authorized Agents: You may designate an authorized agent to make requests on your behalf

To exercise these rights, contact us at privacy@streamlinesales.com.

10. Children's Privacy

Our Service is not directed to individuals under the age of 16. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately, and we will take steps to delete such information.

11. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have different data protection laws. We ensure appropriate safeguards are in place, including:

• Standard Contractual Clauses approved by the EU
• Adequacy decisions by regulatory authorities
• Binding Corporate Rules for transfers within our organization

12. Third-Party Links and Services

Our Service may contain links to third-party websites, applications, or services that are not operated by us. This Privacy Policy does not apply to third-party services. We encourage you to review the privacy policies of any third-party services you access.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by:

• Posting the updated policy on this page
• Updating the "Last updated" date
• Sending you an email notification (for significant changes)
• Displaying a prominent notice in the Service

Your continued use of the Service after changes become effective constitutes acceptance of the updated Privacy Policy.

14. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: